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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 315 | $1.05B | +$66.5M | -$32.4M | +$34.1M | VUG, QQQ, COWZ, VTV, IVV | 13F-HR | 11/12/2025, 07:17 PM |
| Q2 2025 | 303 | $962M | +$51.6M | -$26.9M | +$24.7M | VUG, QQQ, COWZ, VTV, IVV | 13F-HR | 8/14/2025, 11:20 AM |
| Q1 2025 | 295 | $883M | +$21.5M | -$46.2M | -$24.8M | VUG, COWZ, QQQ, VTV, IVV | 13F-HR | 5/8/2025, 03:32 PM |
| Q4 2024 | 297 | $921M | +$87.1M | -$25.5M | +$61.6M | VUG, COWZ, QQQ, VTV, IVV | 13F-HR | 1/14/2025, 08:36 PM |
| Q3 2024 | 297 | $903M | +$86M | -$26.5M | +$59.5M | VUG, COWZ, QQQ, VTV, IVV | 13F-HR | 11/12/2024, 09:49 AM |
| Q2 2024 | 288 | $797M | +$95.6M | -$14.5M | +$81.1M | VUG, COWZ, QQQ, VTV, IVV | 13F-HR | 8/13/2024, 01:56 PM |
| Q1 2024 | 266 | $717M | +$83.1M | -$58.7M | +$24.3M | VUG, COWZ, VTV, QQQ, IVV | 13F-HR | 5/10/2024, 03:00 PM |
| Q4 2023 | 264 | $659M | +$97.4M | -$25.9M | +$71.5M | VUG, VTV, COWZ, QQQ, IVV | 13F-HR | 2/9/2024, 12:54 PM |
| Q3 2023 | 293 | $501M | +$56.8M | -$37.2M | +$19.6M | VUG, VTV, SCHD, COWZ, QQQ | 13F-HR | 11/13/2023, 05:19 PM |
| Q2 2023 | 258 | $544M | +$38.8M | -$79.6M | -$40.9M | VUG, VTV, IAGG, SCHD, COWZ | 13F-HR | 8/14/2023, 12:52 PM |
| Q1 2023 | 274 | $563M | +$60.2M | -$24.5M | +$35.7M | VUG, IAGG, VTV, SCHD, IVV | Restatement | 5/17/2023, 03:06 PM |
| Q4 2022 | 232 | $506M | +$57.9M | -$21.7M | +$36.1M | IAGG, VTV, VUG, SCHD, IVV | 13F-HR | 2/14/2023, 05:32 PM |
| Q3 2022 | 221 | $438M | +$56.4M | -$37.5M | +$19M | IAGG, VUG, VTV, SCHD, IVV | 13F-HR | 11/14/2022, 04:01 PM |
| Q2 2022 | 238 | $449M | +$66.9M | -$24.4M | +$42.5M | IAGG, VUG, VTV, SCHD, IVV | 13F-HR | 8/15/2022, 10:59 AM |
| Q1 2022 | 252 | $471M | +$64.9M | -$28.3M | +$36.6M | IAGG, IVV, VUG, AAPL, VTV | 13F-HR | 5/13/2022, 05:29 PM |
| Q4 2021 | 219 | $453M | +$30.4M | -$16.5M | +$13.9M | IAGG, IVV, AAPL, VUG, VTV | 13F-HR | 2/14/2022, 11:22 AM |
| Q3 2021 | 248 | $412M | +$33.9M | -$12.7M | +$21.2M | IAGG, IVV, VUG, VTV, AAPL | 13F-HR | 11/15/2021, 11:10 AM |
| Q2 2021 | 214 | $398M | +$26.5M | -$32.7M | -$6.19M | IAGG, IVV, VUG, VTV, AAPL | 13F-HR | 8/16/2021, 11:45 AM |
| Q1 2021 | 784 | $386M | $0 | $0 | IAGG, IVV, VUG, RSPS, AAPL | 13F-HR | 5/10/2021, 03:34 PM | |
| Q2 2020 | 761 | $302M | +$38.7M | -$29.3M | +$9.48M | IAGG, USMV, IVV, RSPS, VUG | 13F-HR | 7/27/2020, 04:42 PM |
| Q1 2020 | 783 | $253M | +$18.3M | -$14.2M | +$4.02M | IAGG, RSPS, IVV, USMV, VUG | 13F-HR | 4/27/2020, 03:09 PM |
| Q4 2019 | 794 | $313M | +$19.1M | -$10.2M | +$8.91M | IAGG, RSPS, IJR, IVV, VAW | 13F-HR | 1/29/2020, 01:27 PM |
| Q3 2019 | 788 | $288M | +$23.4M | -$8.33M | +$15.1M | IAGG, RSPS, IJR, IVV, DON | 13F-HR | 11/12/2019, 09:53 AM |
| Q2 2019 | 796 | $269M | +$31.7M | -$7.47M | +$24.2M | IAGG, RSPS, IJR, IJH, DON | 13F-HR | 8/7/2019, 05:06 PM |
| Q1 2019 | 737 | $238M | +$28.7M | -$7M | +$21.7M | IAGG, RSPS, IJR, IVV, DON | 13F-HR | 5/7/2019, 12:55 PM |
| Q4 2018 | 746 | $193M | +$14.7M | -$7.87M | +$6.82M | RSPS, IJR, IVV, DON, VTV | 13F-HR | 2/4/2019, 03:11 PM |
| Q3 2018 | 776 | $216M | +$31.4M | -$6.06M | +$25.4M | RSPS, IJR, IVV, DON, IJH | 13F-HR | 11/13/2018, 01:48 PM |
| Q2 2018 | 767 | $178M | +$13.2M | -$6.34M | +$6.87M | IJR, IVV, IJH, VGT, VTV | 13F-HR | 8/13/2018, 07:56 PM |
| Q1 2018 | 758 | $169M | +$50.6M | -$18.7M | +$31.9M | IJR, IVV, VGT, IJH, AAPL | 13F-HR | 4/30/2018, 04:47 PM |
| Q4 2017 | 718 | $133M | $0 | $0 | RHS, VNQ, IVV, IJR, RSP | 13F-HR | 2/22/2018, 02:20 PM |